What’s the process for addressing a breach of fiduciary duty?
The antique clock ticked, each measured second echoing Sarah’s mounting anxiety. Her grandmother, bless her soul, had passed away leaving …
admin
Can I give long-term renters in my properties a right of first refusal?
Offering a right of first refusal (ROFR) to long-term renters in your properties is a strategy gaining traction as landlords …
Can I fund the trust over time or only at death?
The common misconception about trusts is that they only become active upon death. This simply isn’t true. While a trust …
Can I fund job retraining programs for unemployed beneficiaries?
The question of whether you can fund job retraining programs for unemployed beneficiaries using trust funds is a complex one, …
Can I fund disaster insurance or relief plans through a testamentary trust?
The question of whether one can fund disaster insurance or relief plans through a testamentary trust is a surprisingly common …
Can I fund a vehicle maintenance plan through a testamentary trust?
The question of whether you can fund a vehicle maintenance plan through a testamentary trust is complex and depends heavily …
Can I fund a sabbatical or retreat through a trust?
The question of whether you can fund a sabbatical or retreat through a trust is a common one, particularly among …
Can I fund a CRT using the sale of mineral rights?
The question of whether one can fund a Charitable Remainder Trust (CRT) with the sale of mineral rights is a …
Can I enforce communication standards between trustee and beneficiaries?
The relationship between a trustee and beneficiaries, while governed by fiduciary duty, often lacks explicit rules regarding communication. Many assume …
Can I embed social impact investing principles in the trust document?
The concept of aligning financial resources with personal values is gaining significant traction, and increasingly, individuals are seeking ways to …